Streamlining Marketing Operations to Decrease Expenses and Enhance Efficiency for a B2B Services Firm [CASE STUDY]
Overly Complicated CRM System The Challenge: A B2B services company with a small but dedicated team found themselves entangled in an overly complex CRM system, custom-built by an employee’s spouse. While initially seeming advantageous, the system’s intricate dependencies on external software like WordPress and Microsoft SharePoint led to frequent disruptions, requiring constant updates and fixes. The system’s complexity made onboarding new employees or freelancers a logistical nightmare, significantly hindering efficiency and scalability. The Strategic Overhaul: